Chapters, regions & people
Chapters, regions & people
- Setting up chapters and regionsCreate and manage chapters and regions in your organization.
- Chapter detail (admin view)Walkthrough of the chapter detail page from a national admin's perspective — every tab, every editable field, and the bulk operations available across a chapter's roster.
- Region detail (admin view)The region detail page from a national admin's perspective — chapter assignment, regional staff roster, the three regional roles, and what regional admins can and can't do.
- Chapter advisors (admin view)How national and regional admins manage faculty and staff advisor contact records across chapters — including the primary-advisor constraint, the nightly auto-retirement task, and what differs from the officer view.
- Member detail (admin view)The admin-side member detail page — every field you can edit, the officer promote/demote workflow, lineage handling, custom data entry, and password reset.
- Member status configurationHide the membership statuses your organization doesn't use from status pickers across the platform.
- Member XLSX / CSV importBulk-import members with AI-powered column mapping, multi-sheet XLSX support, and inline error editing.
- Bulk member XLSX importThe four-step XLSX wizard with AI column mapping, multi-sheet support, email-optional placeholder accounts, and inline error-row editing.
- Fraternal name check toolThe multi-signal name availability checker on the Members page — what the five similarity signals do, how the composite score works, and where the tool fits in the org's name management workflow.
- Family Tree & Big/Little (admin)How to approve Big/Little relationships, navigate the family tree, and understand the multi-tier approval cascade.
- Disabling a member's account (admin)How to suspend or off-board a member's access, and what each option preserves vs. cuts off.